Filed February 7, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC5 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $107,170 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,855 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $31,397 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $8,076 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $7,408 |
CONNECTUS WEALTH LLC2 years Service code 26 · EIN 85-2914241 | Advisory (Participants) | $6,710 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 26 · EIN 61-0736136 | Advisory (Participants) | $5,593 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,748 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB AND CO INC Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,893 | $95,369+356.0% | $135,942+219.9% | $74,440+484.2% |
| Participation rate | 94.8% | 78.2%+16.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 19.26% | 32.72%-13.5pp | 68.28%-49.0pp | 34.37%-15.1pp |
| Employer contribution / active EE | $22,371 | $3,878+476.9% | $4,858+360.5% | $2,638+748.1% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $80 | $266-70.0% | $10,764-99.3% | $348-77.0% |